Reporting Levels > Drilldowns (Optional)

KEY TOPICS:

• Drilldowns for Organization-specific Reporting

What is a Drilldown?

By using a Drilldown, an Affirmative Action plan is broken down into smaller units so that BALANCEaap reporting can be organized by these units. The system offers a menu of standard Drilldowns, and custom Drilldowns may be created, as described below.

Important Reminder: The “Department” Drilldown is built in to BALANCEaap and available to all users by default.

About Standard Drilldown Fields The system supplies the following standard Drilldowns, based on typical fields included in a plan’s Reference Tables and Data Tables : •Department (Permanent) •Job Group •Grade* •Job Title

• The system will make Grade available if a Grade Reference table is included and the Data Tables include a Grade field.

About Custom Drilldown Fields Up to five custom Drilldowns to represent organizational units can also be defined (e.g., Division, Store [number], Branch).

Important Caution: For best results, add the custom Drilldown prior to importing the associated Reference and Data tables. If the custom Drilldown is added afterwards, BALANCEaap will attempt to match the Drilldown to an existing user field. However, if a custom Drilldown lacks underlying an underlying field or data entries, all Data records will be placed in Errors. Add a Drilldown

From the Drilldowns tab, click the [Add] button. Enter a Drilldown Name.

Quick Tip: Both the Drilldown Name and the associated field name (described below) may be the same for ease of organization.

Using the Create Drilldown menu, choose one of the following: •Create New Field –Enter the field name. The name(s) for the Reference table and the Data table field will appear on the Data Import > Match Tables menu so that you can ensure the proper data are imported.

OR

•Use Existing Field–Select a field from the provided drop-down. Once a Drilldown is created from an existing field, it cannot be deleted for that plan. However, except for the default Department Drilldown, the Drilldown may be deactivated, as described below.

Click [Save].

Using Reports >Filters later, you can select the Drilldown Name, and run reports, based on that Drilldown.

Import Drilldowns from an Existing Plan

From the Drilldowns tab, select the [Import] button.

The Import Source menu displays. From the provided drop-downs, choose the plan that contains the Drilldowns by selecting the Company, Establishment, and Plan. Click [Next].

A confirmation messages states: All Drilldowns will be overwritten. Click [Import Drilldowns].

A Results message appears, documenting the transaction. Choose: Go to Plan Home, or Go to Drilldowns and view the updated page.

Other Drilldown Tools

Activate or Deactivate a Drilldown To make the Drilldown available (and the associated field required), ensure that the Drilldown’s Active box is checked on the list. To aid in the performance for other functions, deactivate a Drilldown by deselecting the check box in the Active column.

Edit or Delete a Drilldown To edit the name of the Drilldown or other settings, click the edit [Edit] icon next to the Drilldown Name, and make changes in the Edit Drilldown menu. To delete a Drilldown, click the delete" [Delete] icon, and confirm deletion.

Use Plan Groups to Organize the BALANCEhub DASH

About Plan Groups

BALANCEhub’s DASH can show graphical results for Plan Groups, rather than the whole Master Plan. Use the Reporting Levels > Plan Groups tab to determine what those filter choices will be.

The Plan Group entries made here will display in the BALANCEhub DASH tab header for selection by users.

Add the First Plan Group Using the right-hand column, enter a Plan Group Name in the provided field, and check off each sub-plan to include in the group.

Quick Tip: When making selections involving a long list of plans, choose to reorder the check boxes: Sort by establishment or Sort by plan code.

Then click the [Save] button. The Plan Groups list displays in the left-hand column.

Create Additional Plan Groups Click the [Add] button and proceed to naming and identifying the group, as described above.

Import Plan Groups

If you have one of the following, you may import Plan Groups: •An external file, containing data entries for Plan Code and Group Name •Existing Plan Groups in another BALANCEaap plan

Click the [Import] button, select the Source (External File or BALANCEaap plan), and follow provided prompts.

Choose whether to Overwrite (replace) or Append (add to) current groups, and click [Import Plan Groups].

Edit a Plan Group

Select a Plan Group from the left-hand column. Update the check boxes in the right-hand column. Click [Save].

Delete a Plan Group To remove a group from the Plan Group list, select it from the left-hand column; then click the [Delete] button.